SharePoint 2010 + Dynamics GP + CRM + Excel Data

Hi
I have a request from some of the teams at my company and I am wondering if it is possible without too much development outside of SharePoint and how it can be achieved.
Basically we want to create a customer profile for each customer the company has and this data is currently stored in Microsoft CRM, Microsoft Dynamics GP and some is in Excel spread sheets.
So I would need to pull all this data from the respective databases and the spread sheets and display it on SharePoint somehow. We are currently using PerformancePoint services to display sales data but I don't know if PerformancePoint is the right tool
to use for this customer profile. To me it seems like it mostly displays numerical data while this profile would have a lot of customer information like contact details, rating, contracts etc.
So my question to you guys is...what tool is in place in SharePoint to display this kind of data? Would it be SQL Server Reporting Services? Keep in mind that the data needs to automatically update on SharePoint at some sort of interval to represent changes
in database data or new additions.
Thank You!
Tudor

Hello,
I am surprised that no one responded to your request, since all four of these applications intersect (usually) at some data point(s).
There are several solutions depending on which versions of these applications you are still using. For example, in SharePoint 2010, you could use BCS to display data from the Account Table in CRM (display - not edit) in one web part.
What data is stored in the spreadsheets? Is it feasible to move it to CRM or SharePoint? The less sources, the less complicated.
From how you are describing it, you can probably leave PPS in place, but add other web parts to make a "data page" in SharePoint by customer.
SSRS would be a static report, and requires integration with SSRS, and customization of reports. There is also PowerPivot which can be implemented in SharePoint 2010, and it can display data from multiple tables and is more interactive for the user.
Lastly, PowerView is also an option, but a better option in SP 2013.
These are just suggestions, not recommendations, that you will need to explore further before deciding which solution works best for your organization, data and users.
Regards,

Similar Messages

Integration between InfoPath web forms (browser side), SharePoint 2010, and Word or Excel

To begin with the end in mind, here's what I need to do:
User A (employee) fills out infopath form in browser.
User A saves infopath form, workflow runs, and sends a link to the manager
User B (Manager) opens infopath form, clicks a button, and all the information from the saved infopath form magically appears in a excel document
Here's how I did it, because I couldn't find an easier way to do it. This is an InfoPath no-code solution (uses web service and workflow I had to build) and this is working somewhat:
In InfoPath Designer 2010, created the form from Blank 2007 form template.
Published the form and promoted fields to Sharepoint 2007 as a new forms library.
Created a view on forms library to show all fields (SQLExportView1).
Created SSIS package to import data from SharePoint forms list using the view "SQLExportView1" into a new database and table in SQL Server (tblSQLExport1).
Created SQL Agent job to run this package every 2 minutes.
Created workflow to notify manager.
Created excel document with an external data connection to SQL server.
In SQL, created a stored proceedure ("spGetCurrentID") to truncate, then add a row to a table ("tblCurrentFormID").
On InfoPath form, added a button that takes the current infopath form "ID" into a table in SQL server by calling the stored procedure via a web service.
On Infopath form, added a hyperlink to the excel file which opens in the client.
In excel, added a button on the workbook that queries the SQL database for the current form ID, and drops it into a cell.
In excel, added a button on the workbook that queries the SQL database for the sharepoint list details that were exported via SSIS, returning only the row for the current form ID.
In excel, created a button on the workbook that displays the fields I want in the location I want
With over 25 users concurrently hitting the form library, there is a chance that when they open excel they will generate an excel document with bad data in it (data from someone else's current ID).
I've since migrated to SharePoint 2010, and it works the exact same way in 2010.
What I want to do is find a way to get the data that is already saved in the infopath form DIRECTLY to Excel by clicking a button without the web service, the stored procedure, the SSIS package, the SQL agent job, etc. My problem has always been
in getting the data from infopath into RAM/Clipboard/temp file(?) and imported into Excel by bypassing the SQL.
Of course, I would like to do this without requiring an administrator approved template in InfoPath, and have it be much more simpler to maintain. There are a lot of moving parts.
Please point me to any examples or make recommendations. The requirement is that users open the form, the data is filled out already, and with a click of a button, the data shows up in excel automatically in the right place for the item they're currently
looking at in infopath.
Now that I've got this working (kind of) for one excel document, management wants to add 25 other documents that this one infopath form can generate.
Therefore, once I get this to work better for one excel document, I can add other excel documents.
I've considered passing a parameter to the excel document in Excel Web Services, as I believe that excel web services 2010 can support this. However, I believe that the macros that run in the excel client okay won't work in excel web services 2010.
Users would prefer to open Excel in the client, though, so not sure I'm going to go down this path.

Clayton,
You rock - thank you for all your responses!
The infopath form was built doing what it does long before the need to get the data into Excel.
You are correct in that I could have modified the infopath code to save to SQL, but the fields in the form and on the forms library columns do change before and after the manager approves it. As such, adding some code to submit the infopath data to
SQL could have been used to write data into SQL server instead of leveraging SSIS/SQL Agent to do so. However the aformentioned workflow (see way up in the thread) does more than just send an email to the manager with a link. It also edits some fields in the
forms library column on that particular list item. By using SSIS, every two minutes they get the latest stuff from sharepoint into SQL without having to add code in the workflow or - if possible - on the infopath code that does a table update where item=abc.
It is common to get data from sharepoint into sql, regardless of whether or not it is a list or library (including infopath forms libraries). There is sample code on Codeplex that has been downloaded close to 40,000 times for this purpose which I'm sure
you are familiar with:
http://msdn.microsoft.com/en-us/library/dd365137(v=sql.100).aspx and
http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652
I agree with you in so many ways on why they should not be using excel (or word) to present the information. Having InfoPath or a custom workflow magically convert the data presented on a specific view in a filled out InfoPath form to PDF and emailing it
would be wonderful, but it simply is not a possible solution.
Surely you're familiar with companies that have a word document that, say, a manager will email to someone as an attachment, then the employee prints out the word document, fills it out on paper and signs it with a pen (or fills out a fillable form, then
prints it), they then either fax it back or scan it and email it back to the manager, who then prints it out and hands it to a VP for a signature, etc. Yes, the process is very old-fashioned, but in health care, finance, and for legal compliance reasons,
some places simply have to do their manual processes the way they are. I've suggested and shown examples of how it can all be done electronically with digital signatures, etc., but their legal compliance officers and board members do not agree to this methodology.
As such, I work within the confines I am presented with, as I'm sure you've had to do as well.
I myself have worked for several Fortune 100 firms for many years (Microsoft, T-Mobile, etc), know what is possible. However the place I am at now, many of those options simply are not possible.
They use excel (and word) because that is the templates the legal department and third party companies they work with gives them to work with.
If you've used enterprise OCR systems (LaserFiche, OnBase, Hyperion, etc.) you would be familiar with the fact that in order to scan and index keywords from OCR cover pages, the document has to have fields in a certain location. While I have tried to
get the InfoPath form to line up properly, I cannot print out headers or footers and page breaks where the OCR system requires and expects them to be. What's more: when you print a filled out infopath form that loads browser side, as you know you get the browser-related
stuff with it. Although they're all on the same web browser (finally - IE8) and all on windows 7 and office 2010, I cannot control the fact that some users use large fonts and other accessability features to make their 21" screens run at 640x480 (exaggeration).
When you do this, it changes the margins in the print area, and more.
If I could take the data that is in infopath, merge it with an excel template, and export that to PDF, that could be an option. Not looking to buy some enterprise PDF generating product, though, and looking to do this as close to a no-code solution as possible.
Why we're suggesting PDF, perhaps we should be considering XPS, since we are staying with the Microsoft technology stack here.
Perhaps I should rephrase my original question like this: "I have 25 different documents that all need to be filled out automatically. Each document has different text on it, but the fields that need to be filled out on the documents are almost all
the same. I want to present one form for users to fill out, and once saved, to generate all 25 different documents. How would you do this?". While not entirely accurate, as not all 25 documents need to be created at once, only on demand with a click of a button
for each document, perhaps that is a better way of stating the need.
Thank you Clayton (and all you lurkers out there hoping to find out how we solve this).

Custom SharePoint 2010 designer page throws "The data source control failed to execute the insert command" exception while adding the new item after the August 13, 2013 CU has installed

We have the SharePoint Server 2010 with SP1 environment on which the custom SP2010 designer pages were working as expected before the
August 13, 2013 CU has installed. But, getting the below exception while trying to add the new item after the CU has installed.
Error while executing web part: System.NullReferenceException: Object reference not set to an instance of an object.     at Microsoft.SharePoint.WebControls.SPDataSourceView.ExecuteInsert(IDictionary values)     at
System.Web.UI.DataSourceView.Insert(IDictionary values, DataSourceViewOperationCallback callback) 3b64c3a0-48f3-4d4a-af54-d0a2fc4553cc
06/19/2014 16:49:37.65 w3wp.exe (0x1240)                       0x1300 SharePoint Foundation
Runtime                       tkau Unexpected Microsoft.SharePoint.WebPartPages.DataFormWebPartException: The data source control
failed to execute the insert command. 3b64c3a0-48f3-4d4a-af54-d0a2fc4553cc    at Microsoft.SharePoint.WebPartPages.DataFormWebPart.InsertCallback(Int32 affectedRecords, Exception ex)     at System.Web.UI.DataSourceView.Insert(IDictionary
values, DataSourceViewOperationCallback callback)     at Microsoft.SharePoint.WebPartPages.DataFormWebPart.FlatCommit()     at Microsoft.SharePoint.WebPartPages.DataFormWebPart.HandleOnSave(Object sender, EventArgs e)
at Microsoft.SharePoint.WebPartPages.DataFormWebPart.RaisePostBackEvent(String eventArgument)     at System.Web.UI.Page.RaisePostBackEvent(IPostBackEventHandler sourceControl, String eventArgument)     at System.Web.UI.Page.ProcessRequestMain(Boolean
inclu... 3b64c3a0-48f3-4d4a-af54-d0a2fc4553cc
06/19/2014 16:49:37.65* w3wp.exe (0x1240)                       0x1300 SharePoint Foundation
Runtime                       tkau Unexpected ...deStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) 3b64c3a0-48f3-4d4a-af54-d0a2fc4553cc
I have tried changing the "DataSourceMode" as below, now the insert command is working, but update command is not working.
<SharePoint:SPDataSource runat="server" DataSourceMode="ListItem" />
Also, the lookup dropdown fields are displaying the value as "<a href="Daughterhttp://cpsp10/sites/Employees/_layouts/listform.aspx?PageType=4&ListId={8F62F444-FB6A-4F03-9522-C4696B45DCD1}&ID=10&RootFolder=*">Daughter</a>"
instead of only "Daughter".
Please provide the solution to get rid of this issue.
Thanks
Ramasubbu

Try below:
http://social.technet.microsoft.com/Forums/en-US/ae910269-3a0c-4506-844b-e8bc89d95b71/data-source-control-failed-to-execute-the-insert-command
http://blog.jussipalo.com/2012/01/sharepoint-2010-data-source-control.html
While there can be many causes for this generic error message, in my case the first parameter or ddwrt:DataBind function inside the SharePoint:FormFields element was
'i' and I was working with an Edit Form. Changing it to
'u' as it was with every other FormField fixed the issue.
<SharePoint:FormField runat="server" id="ff1{$Pos}" ControlMode="Edit" FieldName="Esittaja" __designer:bind="{ddwrt:DataBind('u',concat('ff1',$Pos),'Value','ValueChanged','ID',ddwrt:EscapeDelims(string(@ID)),'@Esittaja')}"
/>
Explanation:
DataBind operation type parameters (the first parameter) are listed below:
'i' stands for INSERT,
'u' stands for UPDATE,
'd' stands for DELETE.
http://webcache.googleusercontent.com/search?q=cache:d9HHY4I7omgJ:thearkfloats.blogspot.com/2014/03/sharepoint-2010-data-source-control.html+&cd=4&hl=en&ct=clnk&gl=in
If this helped you resolve your issue, please mark it Answered

SharePoint 2010 Report using a Shared Data Source Connection file (.rsds) is forcibly closed.

Hi -
When attempting to render a report (.rdl) in a SharePoint 2010 document library that has a
Connection Type specified as a Shared data source (the connection succeeds when tested in the SharedDataSource.aspx page), the following error message is displayed in the report:
The data source that I'm using passes the test when tested in isolation but when used in the report it yields to the error message above. Below are some of the details of the .rsds file:
For this particular Web Application, Kerberos has been enabled. I couldn't spot any traces in ULS nor in the Security Windows logs.
Any feedback on how to fix this issue is appreciated.
Thanks.

Hi
There are multiple resolution found for the same issue, please refer
http://www.marc-lognoul.me/itblog-en/an-existing-connection-was-forcibly-closed-by-the-remote-host/
http://social.technet.microsoft.com/Forums/sharepoint/en-US/4ad2a302-8a77-44f3-91ce-803d36efc9c5/sharepoint-2010-an-existing-connection-was-forcibly-closed-by-the-remote-host-when-log-in-using?forum=sharepointadminprevious
http://social.technet.microsoft.com/Forums/sharepoint/en-US/235ca863-f540-4fa0-9688-0b0b46c2d75d/sharepoint-2010-an-existing-connection-was-forcibly-closed-by-the-remote-host-when-log-in-using?forum=sharepointadminprevious
Let us know if this helps, thanks
Regards,
Pratik Vyas | SharePoint Consultant |
http://sharepointpratik.blogspot.com
Posting is provided AS IS with no warranties, and confers no rights
Please remember to click Mark As Answer if a post solves your problem or
Vote As Helpful if it was useful.

PerformancePoint in Sharepoint 2010 and SQL Server 2012 data source

Hi,
I have a problem on creating PerformancePoint reports in Sharepoint 2010 based on SQL Server 2012 source data.
I try to create a data source in PerformancePoint dashboard designer, I choose Analysis Services, and I get a following error:
"The data source cannot be used because PerformancePoint Services is not
configured correctly...."
I think it is due to a version of a ADOMD.NET component that needs to be installed, but I am not sure which version is necessary? Could you help
me with that?
Of course, if there are any other prerequisites, please, tell me.
Regards,
Srdjan Nikitovic

Did you set unattended service account for your PPS?
The Data source cannot be used because PerformancePoint
Services is not configured correctly
http://ericphan.net/blog/2010/4/19/performance-point-server-error-the-unattended-service-accoun.html
Amit

Create a visual web part which get data from excel sheet and import it into sql server database in sharepoint 2010 (development)

Hi,
I want to create a visual webpart which will read data from excel sheet and import it in to sql server database.(using sharepoint development)
I want to do it using visual webpart.
Please help to solve the issue.
Thanks in advance!
Regards
Rajni

Hi Rajni,
Microsoft.Office.Interop.Excel assembly provides class to read excel file data, in your web part solution, reference the assembly, and following blog contains samples about how to read the excel file data,
and import it to SQL database.
1.Create a Visual Web Part Project:Create
Visual Web Parts in SharePoint 2010
2.Read the excel workbook by using SPFile class:
http://alancejacob.blogspot.in/2012/06/read-data-from-excel-file-and-insert-in.html
http://stackoverflow.com/questions/14496608/read-excel-file-stored-in-sharepoint-document-library
3.Export the excel workbook to SQL Server:
http://www.c-sharpcorner.com/UploadFile/99bb20/import-excel-data-to-sql-server-in-Asp-Net/
Best Regards,
Eric
Eric Tao
TechNet Community Support

SSRS in Sharepoint 2010

Hello,
We have SSRS 2008 r2 add in SharePoint 2010. We have new data warehouse runs SQL Server 2012. Do we need to upgrade add-in to SSRS 2012. If we need to do it, do we need to purchase a separate license? Or can we just upgrade it?
Again if we need to do it, how do we run our existing reports in SSRS 2012?
Thank You

The PUR for SQL 2012 apparently changed in October 2013 to where if you're running SSRS integrated with SharePoint, it does not require a separate license, but I strongly encourage you to contact Microsoft Licensing to validate this (as otherwise, installing
SSRS on the SharePoint server would incur an additional cost).
The SSRS add-in can be updated without any cost.
Here is the TechNet info on upgrading/migrating SSRS with SharePoint:
http://technet.microsoft.com/en-us/library/ms143747.aspx
Trevor Seward
Follow or contact me at...
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This post is my own opinion and does not necessarily reflect the opinion or view of Microsoft, its employees, or other MVPs.

How to copy Excel sheet data to SharePoint 2010 List?

Hi,
I need to export excel data to SharePoint 2010 list. I have created 22 columns in list which are of following Column types:
Single line of text,
Multiple line of text,
Choice
Number,
Date,
Person or Group.
Now i need to export the excel data to SharePoint list.
When iam trying to copy data from excel to List , it is showing as "The selected cells are read only".
can someone guide on this to export spread sheet data to SharePoint list without importing Spreadsheet.
Thanks in advance.
Badri

I've updated the example of using PowerShell to include a Person field (user field) and a choice field.
The CSV file has the following columns:
TRIP_NO
VESSEL_NAME
FLAG
AGENT_NAME
CURRENT_LOCATION
RPT_DATE
EMPLOYEE
EMPLOYEE_TYPE
#Get the CSV file and connect to the SharePoint list
$vessellist = import-csv -Path C:\Temp\VesselInPortReport.csv
$l = (Get-Spweb "http://devmy101").GetList("http://devmy101/Lists/smarInPort")
#Get the lists EmployeeType field (choice)
$employeeType = $l.Fields["EmployeeType"] -as [Microsoft.SharePoint.SPFieldChoice]
#Loop through the items and add them to the list
$r = 1;
foreach($item in $vessellist)
$ni = $l.items.Add();
#Add the Title, using the rows VESSEL_NAME column
$ni["Title"] = $item.VESSEL_NAME;
#Add the "Date Recorded" field, using the csv rows "RPT_DATE" column
[DateTime]$rd = New-Object System.DateTime;
if([DateTime]::TryParse($item.RPT_DATE, [ref]$rd)){
$ni["Date Recorded"] = $rd;
#Add the csv rows "TRIP_NO" column to the new list items "Trip Id" field (SPFieldNumber)
[Int64]$tn = New-Object System.Int64;
if([Int64]::TryParse($item.TRIP_NO, [ref] $tn)){
$ni["Trip Id"] = $tn;
#Add some other text properties
$ni["Flag"] = $item.FLAG;
$ni["Agent Name"] = $item.AGENT_NAME;
$ni["Current Location"] = $item.CURRENT_LOCATION;
#Add user information
$ni["employee"] = $w.EnsureUser($item.EMPLOYEE); #In this case, the $item.EMPLOYEE value from the spreadsheet is a persons name. Eg. "Matthew Yarlett"
$employeeType.ParseAndSetValue($ni,$item.EMPLOYEE_TYPE); #In this case, the $item.EMPLOYEE_TYPE value from the spreadsheet is valid choice present in the EmployeeType list field. Eg. "Manager"
#Update the item
$ni.Update()
Write-Host ([String]::Format("Added record:{0}",$r));
$r++;
Regards, Matthew
MCPD | MCITP
My Blog
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Point of Entry Excel form w/data to Flow into Access DB Hosted on SharePoint 2010

Hello -
I have an Excel file with multiple tabs that require different people to enter data. I need to post the Excel file on SharePoint with the data entered to flow into an Access DB. I am new to SharePoint and would appreciate any ideas or thoughts
on how to accomplish this task.
Thanks!

Hi,
According to your post, my understanding is that you wanted to post the Excel file on SharePoint with the data entered to flow into an Access DB.
Both Access and Excel provide commands to connect to data in SharePoint lists. Excel 2010 provides a read-only (one-way) connection to linked SharePoint lists; whereas Access 2010 lets you read and write (two-way) data in linked SharePoint lists.
You can synchronize Excel 2010 and SharePoint 2010 with a download and install of a
Microsoft Excel Addin.
You can synchronize Excel 2010 and Access 2010 with Sharing data by linking to an Excel worksheet from Access or Connecting to Access data from Excel
More information:
Top 10 reasons to use Access with Excel:
http://office.microsoft.com/en-in/excel-help/top-10-reasons-to-use-access-with-excel-HA010264081.aspx#BM10
Build an Access database to share on the Web:
http://office.microsoft.com/en-in/sharepoint-server-help/build-an-access-database-to-share-on-the-web-HA010356866.aspx#_Toc262821713
Best Regards,
Linda Li
Linda Li
TechNet Community Support

Sharepoint excel data not refreshed

Hi All,
I have SharePoint foundation 2010, add one excel document after that trying to open that excel document it is showing error message.
Error message:-
Unable to referesh data for a data connection in the workbook.
try again or contact your sharepoint adminstator. the following connection failed to referesh.
powerpivot data.
-> click on OK it is opened after that go to menu Data refresh selected connection. It is open error Message.
It is showing error message
Error message:
The current selection is not within a refreshable region of the workbook.
Select a refreshable region,such as a pivot Table, before clicking on the refersh selected connection Buttion.
Unable to refresh data for a connection in the workbook.Try again or contact your administrator. The following
connections failed to refresh: ThisWorkbookDataModel
How to fix this issue. Please
let me know how to resolve this.
hope this helps.
Best Regards.
Johnson.

Hi,
From your description, I know when you open excel document and it pops up some error message regarding refresh data for a data connection in a library within SharePoint Foundation 2010.
For Excel workbooks that contain PowerPivot data, Excel Services returns this error if it submits a connection request to a PowerPivot server and the request fails. Excel Services cannot connect to or load the PowerPivot data. You could refer to this article:
https://msdn.microsoft.com/en-us/library/ff487856.aspx?f=255&MSPPError=-2147217396.
If you use Excel 2013 in your environment, you could refer to this article:
"Unable to refresh data for a data connection in the workbook" error when you interact with an Excel 2013 workbook in a SharePoint Server 2010 farm
http://support.microsoft.com/en-us/kb/2755126
Besides, you could get something from these links:
http://social.technet.microsoft.com/wiki/contents/articles/11566.refreshing-powerpivot-for-sharepoint-2010-sql-2008-the-data-connection-uses-windows-authentication-unable-to-refresh-data-for-a-data-connection-in-the-workbook-errors.aspx
http://www.sharemuch.com/2012/01/22/troubleshooting-powerpivot-unable-to-refresh-data-for-a-data-connection-in-the-workbook/
If above all don’t work, please check if there are more related error messages (which recorded around the time of error occurring when you open Excel file) from ULS log for help troubleshoot the issue.
Best Regards,
Vincent Han
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

SharePoint 2010 Excel Services with SQLserver 2012 cubes

I have two tier sharepoint 2010 enterprise setup
1)wfe and app server
2) sqlserver
I also have a sqlserver 2012 which hosts all our BI cubes .
is it possible to connect excel (office 2010) to sql 2012 BI and save that in my sharepoint 2010 server under shared documents and expect it to refresh when aall authenticated users hit " refresh all connections"
It is not able to hit refresh . I get a " unable to refresh data for a data connection in this notebook" the following connections fail to refresh.
Interesting when I do the same this using sql server 2008 r2 BI , everything works fine

Hi,
According to your description, my understanding is that the SharePoint 2010 Excel Service cannot work with SQL Server 2012.
Did you install Service Pack 1 for SharePoint 2010?
SharePoint 2010 Service Pack 1 is required for SQL Server 2012 PowerPivot for SharePoint features.
Please check if the Service Pack 1 is installed for SharePoint 2010. If not, please download it from the link below and install it:
http://www.microsoft.com/en-hk/download/details.aspx?id=26623
More references:
http://msdn.microsoft.com/en-us/library/ee210708(v=sql.110).aspx
http://msdn.microsoft.com/en-us/library/6d61be91-0396-443c-a7f4-02dcf973775e(v=sql.110)
Best regards.
Thanks
Victoria Xia
TechNet Community Support

Initiate Excel Refresh with SharePoint 2010

Hey guys,
I've got question. I use SharePoint in connection with Excel, but there is a problem. Normally the data is handed over from SharePoint to an Excel Sheet and this Excel sheet does a lot of calculation and then it is shown in the excel webpart. Sometimes the
data is not up-to-date, then I have to refresh Excel manually.
Is there any possible way to push this refreshing without a script?Or is a script the best way to handle this?
Best regards and thanks in advance
Matthias

if you are not using the excel services and you want refresh your data from client side.You can do with script and schedule it as task run what ever time you want.
their are 2 things, again
1) the document library which required checkout before editing.
# This is the location of the document library that has the Excel files
# You must have WebDAV enabled on the server (which is default, I think)
# and the webclient service enabled and running on your workstation.
$library = "\\sharepoint.ad.local@SSL\DavWWWRoot\Shared Documents"
# Start Excel (it will be invisible unless you do $excel.visible = $true)
$excel = new-object -comobject Excel.Application
# Give Excel time to open or it errors inconsistently
Start-Sleep -s 3
$excelfiles = get-childitem $library -recurse -include "*.xls*"
foreach ($file in $excelfiles)
  $workbookpath = $file.fullname
  if ($excel.workbooks.canCheckOut($workbookpath)) {
    # open the worksheet and check it out
    $excelworkbook = $excel.workbooks.Open($workbookpath)
    $excelworkbook = $excel.workbooks.CheckOut($workbookpath)
    # Don't ask cuz I don't know (yet). You have to open it again.
    $excelworkbook = $excel.workbooks.Open($workbookpath)
    # Refresh all the pivot tables with the new data.
    $excelworkbook.RefreshAll()
    # Save and Check it in
    $excelworkbook.Save()
    $excelworkbook.CheckInWithVersion()
$excel.quit()
2) Document library where no checkout required.
# This is the location of the document library that has the Excel files
# You must have WebDAV enabled on the server (which is default, I think)
# and the webclient service enabled and running on your workstation.
$library = "\\sharepoint.ad.local@SSL\DavWWWRoot\Shared Documents"
# Start Excel (it will be invisible unless you do $excel.visible = $true)
$excel = new-object -comobject Excel.Application
# Give Excel time to open or it errors inconsistently
Start-Sleep -s 3
$excelfiles = get-childitem $library -recurse -include "*.xls*"
foreach ($file in $excelfiles)
  $workbookpath = $file.fullname
    # open the worksheet
    $excelworkbook = $excel.workbooks.Open($workbookpath)
    # Refresh all the pivot tables with the new data.
    $excelworkbook.RefreshAll()
    # Save and Close
    $excelworkbook.Save()
    $excelworkbook.Close()
$excel.quit()
further read this blog for more information
http://blog.netnerds.net/2012/04/client-side-workaround-sharepoint-2010-excel-services-cannot-automatically-refresh-data-when-using-sharepoint-lists-as-a-data-source/
Please remember to mark your question as answered &Vote helpful,if this solves/helps your problem. ****************************************************************************************** Thanks -WS MCITP(SharePoint 2010, 2013) Blog: http://wscheema.com/blog

Setting up excel services on Sharepoint 2010

I am using sharepoint 2010 enterprise version, and needs some advice with setting up excel services.
When installing sharepoint 2010 enterprise, is the service application for excel services already installed. I see it listed so i assume it is, but is it better to setup a new one with its own application pool.
Also is there any thing you need to configure , or is the out of the box settings fine to work with. I see the trusted file location is set to http://, which includes all specified URL locations as trusted locations to upload workbook from. I
am fine with that with the moment.
But do i need to setup any data connection libraries, not sure what this is for. Also for user-defined fujnction assembly either, or trusted data providers.
So on a site, I can add a new web part, choose business data as the category and then choose the excel web access as the web part, and from their open the tool pane and then upload the workgroup from the document library. That works for me.
But is there anything else i need to setup. Choose want to make sure before i deploy in prod.
Thanks

Hello,
I need help setting up excel services.
Excel service is already running on sharepoint server.
I have one reporting file which is generated by DBA with database connection. i want to upload that file under document library and i want whenever user open it through document library, it gets updated through database connection
This is my first time, so pls guide me
Reporting file has authentication set to --> None
Do i require any specific settings for authentication? like unattended account ? which username should i use
Connection String -->
Provider=SQLOLEDB.1;Integrated Security=SSPI;Persist Security Info=True;User ID=ExcelServices;Initial Catalog=SurveyData;Data Source=jdb1;Use Procedure for Prepare=1;Auto Translate=True;Packet Size=4096;Workstation ID=RSTKW7W-06709;Use Encryption for Data=False;Tag
with column collation when possible=False
http://../training/sptestsite/Medication_Audit_Report
http://../training/sptestsite/Medication_Audit_Data_Connection_Library/
Trusted File Location - is this place do i need to upload that reporting file?
Trusted Data Connection Libraries - is this place do i need to save connection file .odc ?
If i am not wrong, should i put
Trusted File Location = http://../training/sptestsite/Medication_Audit_Report
Trusted Data Connection Libraries = http://../training/sptestsite/Medication_Audit_Data_Connection_Library/
http://../training/sptestsite/Medication_Audit_Report -- Here only reporting file will be uploaded right?
http://../training/sptestsite/Medication_Audit_Data_Connection_Library/ -- Here only database connection .odc file will be uploaded?
what other settings are required. please correct me
my email address - [email protected]
Harsh

Excel Data Connection problem for posting Excel on SharePoint 2013

Hi there,
I tried to post an Excel file to a SharePoint 2013 site. The file has a column with VLOOKUP formula to look for data from another Excel file posted on the same site. However, once I open the file, it'll show the following message:
"We can't connect to '[link to file on onedrive/sharepoint]'. Please make sure you're using the correct
web address"
I don't recognize the website on this error message and there is no data linked to it. If I click OK, it'll show the following error message:
"Microsoft Excel cannot access the file '[link to file on onedrive/sharepoint]'. There are several possible reasons:
- The file name or path does not exist
- The file is being used by another program
- The workbook you are trying to save has the same name as a currently open workbook"
I tried to create another Library and post the file but it still shows me the same error message. I urgently need to fix this error as the file is viewed by several directors. Can someone help??? Thanks a lot!!

Currently, when a workbook that contains a Data Model is published to a library in Office 365, data refresh is unavailable.
However, you can use a PowerShell script to configure a workaround.
donwload this white paper for workaround:
http://technet.microsoft.com/en-us/library/jj992650.aspx
Please remember to mark your question as answered &Vote helpful,if this solves/helps your problem. ****************************************************************************************** Thanks -WS MCITP(SharePoint 2010, 2013) Blog: http://wscheema.com/blog

Use sumif() with Excel 2010 sheets stored on SharePoint 2010

Hello everyone,
I am experiencing an issue with two Excel sheets stored on SharePoint 2010 in a simple document library within a team site. One of the files contains the source data (data.xlsx) and the second file contains the formulas calculating different things (summary.xlsx),
based on what is stored in data.xlsx. This basically works fine and we are able to do things like
=SUM('http://sharepoint.demo.tld/Shared Documents/[data.xlsx]Sheet1'!$X$122:$X$123)
and also complex things. That formula for example works fine even with only the summary.xlsx file opened. Means the reference to the data.xlsx file is working properly and I get the correct results. But as soon as the formula becomes more complex like
=SUMIF('http://sharepoint.demo.tld/Shared Documents/[data.xlsx]Sheet1'!$L:$L;A2;'http://sharepoint.demo.tld/Shared Documents/[data.xlsx]Sheet1'!$X:$X)
the formula only works fine when the source sheet (data.xlsx) is opened, too. I was expecting the summary.xlsx to store the last value in it and only recalculate the formulars when I force it to recalculate the formular. But as soon as I open summary.xlsx
without data.xlsx being opened it displays #Value! - with and without recalculating the formulas. Seems as soon as the reference file is not opened this kind of formula gets broken. But I don't get it because SUM() does work fine even without the source file
opened.
Additionally, it becomes more strange. As soon as I open up the data.xlsx and enable editing the fields containing #Value! in summary.xlsx immediately represent the correct values.
Does anyone know why this happens and whether there is a way to solve this? We will require this kind of formula for that kind of sheets.
Thank you very much and kind regards,
Chris

Hi Chris,
It is by design that the SUMIF function can only work when the source sheet is opened and the SUM function can work
without the opening the source sheet in Excel files.
This issue will occur on all excel files no matter if they are stored in SharePoint or not, and it is not an issue in SharePoint.
So if you want to make the SUMIF function to work, you need to keep the source sheet open.
Here is a similar issue for your reference:
http://www.mrexcel.com/forum/excel-questions/8335-error-sumif-formula-links-another-workbook.html
Best regards.
Thanks
Victoria Xia
TechNet Community Support

SharePoint 2010 + Dynamics GP + CRM + Excel Data

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